Leave an organised list of open orders, current status, next action and responsible contact. A handover should let the next person continue the work without searching every conversation or asking customers to repeat information.
Prioritise unresolved work
Identify orders awaiting payment confirmation, activation, customer information or supplier action. Include the relevant reference and last meaningful update. Separate urgent customer impact from routine enquiries so the next person can decide what needs attention first.
Protect private information
A handover rarely needs full passwords or banking details. Link to the restricted record using an internal reference instead. If access is required, use the authorised system rather than copying secrets into a broad group chat or a personal notebook.
Record commitments precisely
State what was actually promised and by whom. Do not convert “we will ask the supplier” into “the supplier will finish tonight”. If a time is uncertain, leave it uncertain. End the handover with a short list of follow-ups so every open item has an owner.